SEASIDE WEALTH MANAGEMENT, INC.

SEASIDE WEALTH MANAGEMENT, INC. of CARLSBAD, CA is an SEC-registered investment adviser (CRD 271039). Regulatory assets under management: $459.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Derek Justin FinchCHIEF COMPLIANCE OFFICER
Bradley James LinebergerPRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER
Jesus Manuel BeltranCHIEF COMPLIANCE OFFICER
LINEBERGER BRADLEY JAMESPRESIDENT AND CHIEF COMPLIANCE OFFICER

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